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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,482 | $110,337-49.7% | $102,383-45.8% | $145,877-62.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,278 | $4,216-46.0% | $3,870-41.2% | $4,663-51.2% |
| Participant deferral / active EE | $3,648 | $5,621-35.1% | $5,060-27.9% | $6,691-45.5% |
| Admin fee / account holder | $10,142 | $9,750+4.0% | $8,391+20.9% | $13,402-24.3% |